BLVD. Private Wealth

EST. AUM
$220,351,220

CONTACTS
1

CLIENT ACCOUNTS
427

Firm Details

Metro area Louisville
CRD Number 310682
Website blvdpw.com
Client types

Overview

BLVD was founded to become the new standard in Private Wealth Management. The firm combines its experience, relationships, and resources to serve an absolute focus on its clients and the results it creates. Further, BLVD seeks to create a virtuous cycle of bringing new talent into the industry in order to provide consistency, industry growth, and to perpetuate its vision for generations. BLVD’s team members are full-time fiduciaries – doing what is right for the client always comes first and their interests are aligned. They focus on planning and keeping a focus on the plan – not the day-to-day movements of the markets. They emphasize diversification – not investing in unexplainable phenomena, meme-stocks, or “hot” trends – and deep analyses of fundamental and technical factors. The firm works as a team with its clients’ other advisors (attorneys, tax professionals) for cohesive outcomes. Services: BLVD works with the largest fiduciary custodian and provides a full suite of financial services, including: Investment Management Financial planning Trust

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

BLVD. Private Wealth

Platform Details

Investment Preferences

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Address

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